|
⚲
|
| Keyboard |
| Pullen Investment Management LLC
✚
|
|
|---|---|
| CRD # | 310149 |
| SEC # | 801-127520 |
| CIK # | 0002011668 |
| AUM | 221.0 M (2026-02-16) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 941-361-2195 |
| Address | 417 12th Street W Bradenton, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lincoln Educational Services Corp | 7.6 | ||
| Chevron Corp | 5.3 | ||
| Kirby Corp | 4.7 | ||
| Newmont Mining Corp /DE/ | 4.3 | ||
| Madison Square Garden Co | 4.1 | ||
| First Cash Financial Services Inc | 3.9 | ||
| Unifirst Corp | 3.5 | ||
| Barrick Gold Corp | 3.5 | ||
| Microsoft Corp | 3.3 | ||
| SPDR Gold Trust | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 12.7 |
| (b) Individuals (high net worth individuals) | 47 | 125.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 66.1 |
| (h) Charitable organizations | 0 | 12.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 231 | 221.0 |
| By Discretionary | ||
| Discretionary | 231 | 221.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 231 | 221.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.0 | |
| Total | 231 | 221.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011668] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Avantra Family Wealth Inc
✚
|
PA | 221.6 M |
|
Capital Developers LLC
✚
|
NC | 221.5 M |
|
Riverglades Family Offices LLC
✚
|
FL | 221.4 M |
|
Lynx Advisory Partners LLC
✚
|
FL | 221.4 M |
|
Wisdom Index Advisors LLC
✚
|
TX | 221.3 M |
|
DWR Wealth Management LLC
✚
|
CA | 221.2 M |
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 220.9 M |
|
Equitycompass Investment Management LLC
✚
|
MD | 220.9 M |
|
Ballast Asset Management LP
✚
|
TX | 220.7 M |
|
Haverdink Financial Management LLC
✚
|
MI | 220.4 M |